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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,737 | $139,948-63.0% | $121,663-57.5% | $154,746-66.6% |
| Participation rate | 78.9% | 78.0%+0.9pp | 74.5%+4.5pp | 80.7%-1.8pp |
| Annual return | 17.59% | 230.52%-212.9pp | 147.54%-129.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,317 | $3,521-62.6% | $3,020-56.4% | $4,379-69.9% |
| Participant deferral / active EE | $1,848 | $5,629-67.2% | $4,887-62.2% | $6,730-72.5% |
| Admin fee / account holder | $1,124 | $17,321-93.5% | $14,289-92.1% | $14,365-92.2% |